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IFG

Independent Financial Group Portfolio holdings

AUM $4.46B
1-Year Est. Return 29.64%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.64%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.18B
AUM Growth
+$307M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,066
New
Increased
Reduced
Closed

Top Buys

1
+$8.23M
2
+$7.14M
3
+$6.81M
4
CALF icon
Pacer US Small Cap Cash Cows 100 ETF
CALF
+$5.99M
5
GBTC icon
Grayscale Bitcoin Trust
GBTC
+$5.62M

Top Sells

1
+$7.03M
2
+$5.87M
3
+$3.98M
4
ROUS icon
Hartford Multifactor US Equity ETF
ROUS
+$3.67M
5
OBDC icon
Blue Owl Capital
OBDC
+$2.82M

Sector Composition

1 Technology 20.11%
2 Consumer Discretionary 5.72%
3 Financials 5.69%
4 Healthcare 3.78%
5 Communication Services 3.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$345K 0.02%
1,712
+229
727
$343K 0.02%
2,476
-15
728
$341K 0.02%
2,854
+250
729
$341K 0.02%
+16,942
730
$341K 0.02%
16,274
-746
731
$341K 0.02%
6,347
+72
732
$340K 0.02%
14,468
+797
733
$339K 0.02%
13,990
-3,070
734
$339K 0.02%
3,230
+1,010
735
$339K 0.02%
1,714
+311
736
$339K 0.02%
+10,102
737
$338K 0.02%
4,562
-147
738
$338K 0.02%
11,920
-3,331
739
$336K 0.02%
+6,842
740
$336K 0.02%
+7,407
741
$334K 0.02%
+11,125
742
$332K 0.02%
7,920
743
$329K 0.02%
4,849
+176
744
$327K 0.02%
6,014
745
$327K 0.02%
6,942
-100
746
$327K 0.02%
4,583
-1,360
747
$327K 0.02%
1,198
748
$325K 0.01%
14,466
+983
749
$325K 0.01%
+13,566
750
$323K 0.01%
2,343
-1,401
28 29
30
31 32